Analyze Your Current Portfolio

A service for Fidelity customers, Fidelity portfolio analysis provides expanded information about your portfolio (or a portion of your portfolio) by:

• Giving both graphical and holdings views of your account assets
• Showing your asset allocation, foreign and domestic stock exposure, and industry weightings
• Comparing the industry sector weightings of your selected equity portfolio against the Dow Jones U.S. Total Stock Market Index(.DWC)
• Mapping your equity holdings style
• Detailing some historical information about how your current asset mix has performed over certain periods of time